Page Title

Gifts from Retirement Plans During Life

Gifts from Retirement Plans During Life Diagram

How It Works

  1. You take a distribution from your qualified retirement plan or IRA that is includable in your gross income
  2. You make a gift of the distribution or of other assets equal in value to the distribution
  3. You receive an offsetting charitable deduction
  4. If you are 70½ or older, read ahead about the IRA rollover opportunity available to you

Benefits

  • You may draw on perhaps your largest source of assets to support the programs that are important to you at UCSF
  • The distribution offsets your minimum required distribution
  • If you use appreciated securities instead of cash from your distribution to make your gift, you'll avoid the capital-gain tax on the appreciation

More Information

Contact Us

Telephone: (415) 476-1475
Fax: (415) 476-0601
Email: giftplanning@ucsf.edu

 

Office of Gift & Endowment Planning
University of California, San Francisco
2001 The Embarcadero, 3rd Floor
San Francisco, CA 94133

Back

© Pentera, Inc. Planned giving content. All rights reserved.

Your giving creates a lasting legacy.

Make a Planned Gift